Demo-support resources
This page is no longer a generic download center. It exists to help skeptical PI owners understand the product path: watch the agent OS, decide whether your Clio-first firm fits the cohort, then book a 15-minute live demo.
What the demo should prove
Evaluation pack
No fake downloads, no unsupported savings claims, and no generic template pitch. These are the materials a PI owner needs before deciding whether a 15-minute FirmOps demo is worth the time.
3-minute walkthrough companion
What to watch for in the FirmOps demo: one operating question, cross-system evidence, supervised draft work, and the human approval gate before any write action.
Cohort qualification notes
The first cohort is intentionally narrow: PI or high-volume contingency firms, Clio as the practice-management spine, and an owner/operator who wants to change how the firm runs.
90-day deployment frame
A practical summary of the paid pilot: OS instance, agent layer, read-suite in week 1, then two supervised workflows once approval rules are explicit.
Proof context
FirmOps v2 is built around a simple promise: show the agent OS running against law-firm work, then invite a small number of qualified PI / Clio firms into a paid design-partner deployment.
FirmOps is productizing the operating layer already used to run real PI-firm work, not selling generic downloadable assets.
The safest first proof is the owner asking cross-system questions and getting evidence-backed answers before any write action is enabled.
The agent can draft client updates, matter-opening handoffs, or dormancy follow-ups only after the firm’s approval rules are clear.
The current motion is a capped cohort that forces productization, tenant config, and referenceable proof — not a free-audit funnel.
Before the live demo
The best 15-minute demos are concrete. If your firm fits the pilot profile, use these prompts to pressure-test whether the agent OS would create owner-level leverage.
